How to identify the ultimate parent of a Consolidated Shareholder?

WLA01

I use RDP API Ownership and want to map the Consolidated Shareholder to its ultimate parent. How to do that?

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Accepted answers

jonathan.legrand

Hi @WLA01 ,

A colleague of mine had another answer for you; please do let us know if it answers your question:

This is a two-step process:

- Step 1: Make a request to fetch ultimate parents for an organization by using the endpoint ownership/v1/views/ultimateparent /shareholders-report
- Step 2: Make a request for Consolidated Shareholders by using the endpoints: ownership/v1/views/consolidated/shareholders-report or /ownership/v1/viewsconsolidated/shareholders-history-report

And use the “UltimateParentId” from the response in step 2 to look for filed “InvestorId” from the response in step 1.

NOTE: For all consolidated shareholders that do not have any parent (“null” value in the field “UltimateParentId”), the “InvestorID’ of the fund investor should be treated as the “UltimateParentId”

All comments

jonathan.legrand

Hi @WLA01

I'd advise using the DIB to find such fields for any one instrument, but to make sure that I understand your question, would you happen to have a screenshot of the kind of information you'd like on Workspace's front end?

jonathan.legrand

Hi @WLA01 ,

A colleague of mine had another answer for you; please do let us know if it answers your question:

This is a two-step process:

- Step 1: Make a request to fetch ultimate parents for an organization by using the endpoint ownership/v1/views/ultimateparent /shareholders-report
- Step 2: Make a request for Consolidated Shareholders by using the endpoints: ownership/v1/views/consolidated/shareholders-report or /ownership/v1/viewsconsolidated/shareholders-history-report

And use the “UltimateParentId” from the response in step 2 to look for filed “InvestorId” from the response in step 1.

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